Dakota Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bryn Mawr, PA. Its latest Form ADV filing, dated March 5, 2026, reports $125M in regulatory assets under management, 6 employees, and 1 account.
Assets Under Management
$125M
Employees
6
Offices
--
Total Clients
<5
Primary office
BRYN MAWR, PA
925 W. LANCASTER AVENUE, SUITE 220, BRYN MAWR, PA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of May 6, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts1
10Y AUM Change+$125M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee0:1
10Y Employee Change+5 (+500.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.